Clearly CLN for your dividend strategy and HOLN for your momentum strategy.
Neither CLN nor HOLN have EDGAR data afaik, but thereâs always FASTgraphs âŠ
- CLN
Historical earnings graph with dividend payout ratio:
Since the 2020 dividend distorts the graph (high dividend due the split), hereâs the same graph without the dividend payout ratio:
Their earnings growth has been flat over the past 20 years. I personally would pass despite the luring high divided. YMMV, of course. - HOLN
Historical earnings graph with dividend payout ratio:
I like this earnings graph much better (at least looking back the past 10 years or so), alas, I donât like its price.
OK, the stock market January is history. What a month!
First my momentum strategy, I think most Dollars ever in a single month.
Margin multiplier: 132.87%.
Performance YTD: 13.28%, XIRR since 2020: 28.64% (yippie, again over 28%!)
Table:
Positions:
Again did Tutor Perini grow a lot. I would really really like to sell a bit to reduce my risk. But the captân says no, it is still on buy, the only thing I would be allowed to do would be to buy more. There go my 2 Ferraris⊠but OK, if something feels so bad it brings usually a ton of money.
The last 6 buys were oil and gas, all are double digits in the green. Nice.
Now for the divi strategy:
Portfolio: Finviz.
Dividends: KMB,MRK,MO,HST,ONL,O,CSCO
Bought additional GIS
Margin multiplier 100.32%
Carry premium: 2.86% (still no market dividend, a bit lowâŠ). That is withholding tax and debt interest already deducted of course.
Performance: YTD: 6.81%, XIRR since 2014: 11.45%, since 2020 14.64%
Wheels of fortune (positions, dividends and sectors):
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Today it seems Supermicro starts the second round. I did cash out already a lot of gains, much more than I did invest, in the last round where it made me more than 2000%! But I still hold a nice position. Fundamentally it is almost as cheap now as when I did buy the first time. And today probably momentum builds up againâŠpre market almost 12% in the green.
The negative cash flow and lower margins hurt a bit, but that is normal for a growth company. The main concern is the same as with some AI companies: they place orders on credit at each other. SMCI has a bad reputation for such bookkeeping tricks.
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Today IBEX from my momentum strategy published numbers:
IBEX Ltd (NASDAQ:IBEX) reported a 17% increase in headline revenue and a 46% growth in adjusted EPS for Q2 2026
Nice, 11% pre-market. Seems after all there are some companies that profit from AI. The IBEX AI phone botsâŠ
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I was not sure if I should post this. Because a few years ago I would have read such a thing and think to my self âwhat an asshole, that is completely impossible!â.
But it is not.
Friday I not only had a new all-time high in all currencies but had a new record in one-day performance. The momentum strategy did rise 6.03% and the dividend strategy 2.33% (which was less than the Dow that made 2.47%). That made me a total of 3.95% in a single day. Or more or less almost what I made in a year in my last jobâŠ
I had losses that big during COVID, but then got it all back the same year. But I never have seen the stock market rise that way as it does right now. Maybe all is over soon? I donât know but lucky for me I donât need to know.
4 of my stocks in the divi portfolio are on sell for overvaluation. But they are still in the better half of momentum and therefor arenât sold yet. They use to produce nice market dividends, but sooner or later they will get back to earth. The stocks are Broadcom, Emerson Electric, Cummins and Caterpillar. All companies that are with me a decade or longer. Of course, the best scenario would be higher cash flow, but in this case the stock price rises probably even more, the overvaluation continues.
In the momentum strategy oil was a very good choice of my captain. I bought this sector, especially the âshovel sellersâ, since October. But then stocks from other sectors did perform very nice too: Tutor Perini, a double position, is over 550% in the green and keeps rising.
I donât think the markets can rise for much longer. Without my mechanical strategies I would sell, sell, sell. But then probably I would have sold long ago and would have missed all that windfall profits.
One could say ânothing is rising, it is just money losing valueâ. I always see money as a position. And money is a very bad position, with a state guarantee to lose value. So, I will keep to be invested in stocks (and some privately used real estate) and will never or seldom have a positive balance for cash, cash is trash.
An extended bear market could lead to a positive cash balance, because I donât buy but still sell. But then I will buy on credit a lot when my captain tells me the bear market is about to be over. I described the details of such scenarios in my crash recovery system (part of the divi strategy), all the rules are included earlier in this thread.
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